Institutional Ownership First Tr Nasdaq Clean Edge Sma (GRID)
This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Sma (GRID). We have compiled data on the 396 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,257,052
shares
|
$345 Million
0.02% of portfolio
|
Q3 2025
Added 49.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,447,811
shares
|
$221 Million
0.02% of portfolio
|
Q3 2025
Added 21.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,195,839
shares
|
$183 Million
0.06% of portfolio
|
Q3 2025
Added 33.6%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
1,037,000
shares
|
$158 Million
1.41% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
969,071
shares
|
$148 Million
0.02% of portfolio
|
Q3 2025
Added 24.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
716,224
shares
|
$109 Million
0.02% of portfolio
|
Q3 2025
Added 43.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
488,797
shares
|
$74.6 Million
0.02% of portfolio
|
Q3 2025
Added 48.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
449,880
shares
|
$68.7 Million
0.02% of portfolio
|
Q3 2025
Added 43.25%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
350,615
shares
|
$53.5 Million
5.98% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
241,144
shares
|
$36.8 Million
9.75% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
232,902
shares
|
$35.6 Million
0.03% of portfolio
|
Q3 2025
Added 16.68%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
232,118
shares
|
$35.4 Million
6.51% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
201,006
shares
|
$30.7 Million
0.04% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
199,688
shares
|
$30.5 Million
0.03% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
197,160
shares
|
$30.1 Million
0.43% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
183,758
shares
|
$28.1 Million
0.0% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
139,925
shares
|
$21.4 Million
0.03% of portfolio
|
Q3 2025
Added 58.57%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Nov 10, 2025 Q3 2025 |
133,000
shares
|
$20.3 Million
2.96% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
129,074
shares
|
$19.7 Million
0.04% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
125,901
shares
|
$19.2 Million
0.03% of portfolio
|
Q3 2025
Added 42.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
123,623
shares
|
$18.9 Million
0.02% of portfolio
|
Q3 2025
Added 50.69%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
121,296
shares
|
$18.5 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
119,612
shares
|
$18.3 Million
0.01% of portfolio
|
Q3 2024
Added 18.23%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
111,625
shares
|
$17 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
110,167
shares
|
$16.8 Million
0.01% of portfolio
|
Q3 2025
Added 66.63%
|
|